See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,796 | $166,020-90.5% | $164,866-90.4% | $145,959-89.2% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 9.96% | 100.08%-90.1pp | 69.97%-60.0pp | 561.95%-552.0pp |
| Employer contribution / active EE | $2,397 | $5,275-54.6% | $4,343-44.8% | $4,661-48.6% |
| Participant deferral / active EE | $3,084 | $6,961-55.7% | $6,033-48.9% | $6,689-53.9% |
| Admin fee / account holder | $23,746 | $16,644+42.7% | $12,689+87.1% | $13,398+77.2% |